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Financial, Accounting & Tax Services

Why Us?

Objective Advice

At PM, we have been proudly serving professionals since 1969. Therefore, you are assured of receiving objective, professional advice. When you employ the consulting services of PM you are taking an important step toward your future and investing in your own success. You’ve already chosen a career. Now it’s time to choose between making that career everything it should be or settling for something less.  

Finances and Taxes: why you need us to do them

The PM Group of SC, Inc. is a full-service tax and financial services provider committed to helping individuals, families and small businesses work towards financial sucess. We offer creative, customized solutions in the following areas:

·         Cash flow and debt management

·         Family risk management/Insurance Planning

·         Retirement planning

·         Education planning

·         Legacy and estate planning

·         Business planning

·         Tax Planning and Preparation

 

 Our client-centric focus ensures that our advice supports your vision and our service exceeds your expectations. Along with fair and honest counsel, we believe in the confidentiality of your personal information and the transparency of our fees and services. We are Financial and Tax consulting firm specializing in small business and are located in the Upstate area of South Carolina. We service the South East areas of the U.S.



Physician/Dentist Services

Our Medical and Dental Practice consultants know all the ins and outs of medical clinic’s businesses and practices. It is in your benefit to work with consultants that specialize in Medical Practices, as opposed to CPA’s who are working with multiple types of businesses.

 

We take Your Privacy Seriously



PM Group And Your Personal Information

Because you are a valued client of our association we are committed to protecting your personal information. We want you to understand what information we collect, how we collect it, how it is used, and the steps we take to protect it.

Why We Collect And How We Use Information

To serve you and manage your finances it is important that The PM Group collect and maintain accurate personal information about you. Information we collect is used to create financial statements, reconcile accounts, and determine taxes and to inform you of state and federal issues that will affect you and your practice.

How We Collect Information

The PM Group obtains your information from you or your office staff and through dealings with us. This information includes;

·         Name and Address

·         Social Security number

·         Telephone Number

·         Age

·         Date of Birth

·         Occupation and occupational duties

·         Financial data

How We Protect Information

The PM Group does not sell information about our clients to third parties. Nor do we share such information, except at your request or what may be required by law. Our employees are required to protect the confidentiality of information. We maintain strict physical safeguards to protect your personal information. If we need to verify information or need additional information, you will be contacted directly. For The PM Group to release your personal information, we must have authorization from you.

We Will Keep You Informed

As required by federal law, we are notifying you of our privacy policy. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will notify you promptly.

 

Our Commitment To You

As a PM Group client, you have entrusted to our care your personal information. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly in your best interest. The PM Group has never shared client personal information without authorization